Edit a property report
Review the cover, pages, findings, and photos before finishing a property report.
Open Jobs, select the property visit, then open its report. Choose Edit to change the draft or Preview to review its pages.
For an issued report, select Edit report first. The issued copy stays unchanged while you work.
Review the cover
Select Cover in the outline. Check Title, the photo, and Details.
| Control | Effect |
|---|---|
| Cover photo | Choose an uploaded photo or an unused inspection photo. Use photo saves a separate cover copy. |
| Company logo and Company name | Show or hide each on this cover. |
| Company website, Company phone, and Company email | Show or hide each contact row on its own. Empty values leave no row. |
| Report number and Inspector name | Show or hide each cover detail. |
| Prepared for | Choose who the report is prepared for. |
| Report recipients | Review the report's saved recipients. Review email delivery again when sending. |
Changing the cover photo leaves the source inspection photo in place. Cover changes affect this report, not company defaults or earlier PDFs.
Review the pages
Use the outline to open each section. Drag movable sections into order and hide optional sections you do not need. Cover stays first; inspection areas stay included. Edit available headings directly in the report. Clearing a heading removes its printed title.
| Section | Review |
|---|---|
| Introduction | Opening note, selected pre-notes, and inspector details. |
| Inspection details | Property, conditions, utilities, and visit facts; choose which rows print. |
| Legend and Summary | Current severity names, descriptions, and included findings. |
| Equipment | Saved unit details and the photos chosen for the report. |
| Inspection areas | Area order, finding text, severity, and photos. |
| Header & footer | Visibility and text for recurring page details. |
New visits start with company report defaults. Report edits change only this visit's copies. Working reports use the company's current severity wording; issued copies keep their saved wording.
Record fieldwork in the app
Open a property visit and select an area's status circle. Choose Manually type, Speak to record speech, or Add comment to insert reusable wording. Review the severity and photos, then select Save finding for a new finding.
Open an existing finding to edit it. Mobile saves its changes on the phone, then syncs when connected. Use Retry if a local save fails.
In the area's Findings list, swipe left on a finding, select Delete, then confirm. After the deletion saves, Undo is available for six seconds. It restores the finding and photo links that are still unused. Leaving the list ends this Undo window.
From the area's status circle, use No issues or Couldn't inspect → Not present / Inaccessible. Your company settings control whether that action also adds a finding.
Arrange areas and findings in the app
On an editable property visit, select Edit beside Inspection areas.
- Add area: Enter a unique Area name, then select Save area.
- Rearrange: Drag areas by their grips. Each drop saves on the phone and updates the report order. There is no Done step. If Order not saved appears, try the move again.
To rename or copy an area, select its status circle, then Area actions. Rename area uses Save area. Duplicate area uses Create area and adds an empty area below the original. It keeps the same comment suggestions; findings and photos stay with the original.
To order findings, open an area's Findings list and select Reorder. This appears when editing is allowed and the area has at least two findings. Drag the grips, then select Done to save locally. Use the cancel button or close the sheet to discard the unsaved order. A failed save keeps the order open so you can try Done again.
Save and finish
Web report edits save automatically. Keep the editor open when a save fails, then use Retry. Use Preview and its zoom controls to check every page, photo, and page break.
Finish fieldwork, review prepared wording, then finish and send the report. The mobile app offers Open report in browser for final review and publishing.
To replace the inspection template, use the visit's Report settings on web or Settings → Inspection template in the app. Review the deletion warning before Replace template. This clears findings, equipment, and area progress; inspection photos become unused. Saved visit details, notes, invoices, contracts, and earlier reports remain. Mobile replacement needs a connection.